Compendium › Surge › SCHW
Simulated with $10,000 starting capital
Period: 1M 3M 6M YTD 1Y 2Y
SCHW
Alpaca Tradeable

Surge's Analysis

Last 6 Months: 2025-11-06 to present • 25 trades in period

+4.63%
Last 6 Months Return
$9,339.60
Current Value
44%
Win Rate
$8,926.33
Period Start
Login to Apply
PHASE 0: RANGING
Signals generated 2026-05-06 10:05:03

No strong directional signal. Monitor for regime shift.

Fear & Greed
46
Fear
VIX
17.0
NORMAL
10Y Yield
4.45%
ELEVATED
Yield Curve
+0.51%
STEEP
HY Spread
2.77
CALM
🌍 Kp Index
🔴 1.7
Storm
⛈️ 4 storm days in 7d
RSI(14)
49 neutral
20d Trend
-0.0%
5d Trend
-1.8%
EMA20 Dist
-0.7%
ATR%
2.5%
Range Pos
78%
Bounce Ratio
0.8×
Green/Red 10d
5/5
🌍 Geophysical Tilt: Storm regime: volume-spike & macro strategies historically +3% differential. Sentiment strategies struggle.

Strategy Score Scored May 6, 2026

6
Lifetime
Confidence: 74%

Quality Components

Return-to-Risk
0.0/35
Total Return
0.0/25
Win Rate
3.4/15
Profit Factor
0.0/15
Consistency
5.0/10
Raw Quality 8.4/100
× Confidence 0.74 = 6.2

30-Day Momentum

Insufficient Recent Data
Fewer than 3 trades in the last 30 days. Momentum scores require recent trading activity.
How Scoring Works: Score = Quality × Confidence. Quality (0-100) rates absolute performance across 5 dimensions: Return-to-Risk (35pts), Total Return (25pts), Win Rate (15pts), Profit Factor (15pts), Consistency (10pts). Confidence (74%) adjusts for trade count and freshness — more trades + recent activity = higher confidence. Momentum uses the same model recalibrated for a 30-day trailing window. PRO status requires both Lifetime Score ≥ 70 and Momentum ≥ 40.

Data Transparency (Last 6 Months)

Hybrid data: Historical backfill + Yahoo/Alpaca (live) - verifiable market data
Data Source
Yahoo + Alpaca
Candles in Period
10,332
Timeframe
5-Minute Bars
Period Range
2025-11-06 → 2026-05-06
Trading Days
131 days
Data Gaps
None (6 market holidays)

Market Closed (6 days)

2025-11-27 — Thanksgiving, 2025-12-25 — Christmas Day, 2026-01-01 — New Year's Day, 2026-01-19 — MLK Jr. Day, 2026-02-16 — Presidents' Day, 2026-04-03 — Good Friday
Brokerage: Alpaca Markets

✓ Tradeable on Alpaca
Stocks: Commission-free • Market hours: 9:30 AM - 4:00 PM ET

To execute these strategies, you'll need an Alpaca brokerage account.

Performance Summary (Last 6 Months)

Period Start Capital
$8,926.33
Current Value
$9,339.60
Period P&L
$413.27
Max Drawdown
-23.0%
Sharpe Ratio
0.14

Trade Statistics (Last 6 Months)

Trades in Period
25
Winners / Losers
11 / 14
Best Trade
+3.39%
Worst Trade
-1.26%
Avg Trade Return
+0.19%
Avg Hold Time
1.5d

💰 Trading Cost Analysis (Alpaca Fees) (Last 6 Months)

Asset Type
📈 Stock
Fee Rate
FREE
Total Volume
$458,616.84
Estimated Fees
$0.00
Gross P&L
$413.27
Net P&L (after fees)
$413.27
Gross Return
+4.63%
Net Return (after fees)
+4.63%

✅ Stocks: Alpaca offers commission-free stock trading. No fees on this symbol!
Actual fees may vary based on your volume tier. See Alpaca pricing.

Equity Curve — Your Money Over Time

Each dot is a completed trade. ● Green = profitable trade, ● Red = losing trade. Hover for details.

The dashed blue line shows your starting $10,000. Points above = profit, points below = loss.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset

Price Action + Equity Overlay

📈 SCHW Price (left axis) vs 📊 Your Equity (right axis). See how the stock price moved while you held positions.

🖱️ Scroll to zoom • Click & drag to pan • Double-click to reset
📊 Price data: 131 trading days 🎯 Trade markers show BUY (▲) and SELL (▼) points

Trade History (Last 6 Months - 25 trades)

How to Read This Table

Each row is one complete trade cycle (BUY → HOLD → SELL). Surge had $8,926.33 at period start. When he sees a buy signal, he uses all available cash to buy shares. He holds until hitting his +5% target, -10% stop loss, or 30-day limit. After selling, the profit/loss is added to his balance, and the next trade uses that new balance.

# Action Date & Time Price/Share Shares Total Value Balance After Result Exit Reason
1 🟢 BUY Nov 7, 2025 1:25pm ET $94.95 94 $8,925.30 — — —
🔴 SELL Nov 10, 2025 1:55pm ET $95.73 94 $8,998.62 $8,999.65 +$73.32
(+0.8%) 		END_OF_DAY
0m held
2 🟢 BUY Nov 11, 2025 10:50am ET $96.31 93 $8,956.83 — — —
🔴 SELL Nov 12, 2025 11:20am ET $97.63 93 $9,079.59 $9,122.41 +$122.76
(+1.4%) 		END_OF_DAY
0m held
3 🟢 BUY Nov 12, 2025 12:40pm ET $97.90 93 $9,104.70 — — —
🔴 SELL Nov 13, 2025 10:00am ET $96.67 93 $8,990.31 $9,008.02 $-114.39
(-1.3%) 		🛑 -10% Stop
0m held
4 🟢 BUY Nov 26, 2025 11:40am ET $91.99 97 $8,923.03 — — —
🔴 SELL Nov 28, 2025 12:10pm ET $93.04 97 $9,024.40 $9,109.39 +$101.37
(+1.1%) 		END_OF_DAY
0m held
5 🟢 BUY Nov 28, 2025 12:15pm ET $93.10 97 $9,030.70 — — —
🔴 SELL Dec 1, 2025 10:20am ET $92.14 97 $8,937.29 $9,015.98 $-93.41
(-1.0%) 		🛑 -10% Stop
0m held
6 🟢 BUY Dec 1, 2025 1:05pm ET $92.98 96 $8,925.60 — — —
🔴 SELL Dec 2, 2025 1:35pm ET $92.56 96 $8,885.76 $8,976.14 $-39.84
(-0.5%) 		END_OF_DAY
0m held
7 🟢 BUY Dec 3, 2025 10:25am ET $92.87 96 $8,915.04 — — —
🔴 SELL Dec 4, 2025 10:15am ET $95.23 96 $9,142.17 $9,203.27 +$227.13
(+2.5%) 		🎯 +5% Target
0m held
8 🟢 BUY Dec 5, 2025 10:10am ET $95.59 96 $9,176.16 — — —
🔴 SELL Dec 5, 2025 3:05pm ET $94.56 96 $9,077.76 $9,104.87 $-98.40
(-1.1%) 		🛑 -10% Stop
0m held
9 🟢 BUY Dec 9, 2025 11:15am ET $95.65 95 $9,086.75 — — —
🔴 SELL Dec 9, 2025 2:10pm ET $94.68 95 $8,994.13 $9,012.24 $-92.63
(-1.0%) 		🛑 -10% Stop
0m held
10 🟢 BUY Dec 10, 2025 10:05am ET $95.06 94 $8,935.17 — — —
🔴 SELL Dec 11, 2025 10:35am ET $96.40 94 $9,061.60 $9,138.67 +$126.43
(+1.4%) 		END_OF_DAY
0m held
11 🟢 BUY Dec 11, 2025 11:10am ET $96.54 94 $9,074.76 — — —
🔴 SELL Dec 12, 2025 10:00am ET $95.37 94 $8,964.78 $9,028.69 $-109.98
(-1.2%) 		🛑 -10% Stop
0m held
12 🟢 BUY Dec 16, 2025 3:30pm ET $96.37 93 $8,962.41 — — —
🔴 SELL Dec 18, 2025 10:00am ET $96.80 93 $9,001.94 $9,068.21 +$39.52
(+0.4%) 		END_OF_DAY
0m held
13 🟢 BUY Dec 19, 2025 12:00pm ET $99.05 91 $9,013.55 — — —
🔴 SELL Dec 22, 2025 12:30pm ET $101.04 91 $9,194.19 $9,248.85 +$180.64
(+2.0%) 		END_OF_DAY
0m held
14 🟢 BUY Dec 22, 2025 12:35pm ET $101.09 91 $9,198.74 — — —
🔴 SELL Dec 23, 2025 1:05pm ET $101.01 91 $9,191.46 $9,241.57 $-7.28
(-0.1%) 		END_OF_DAY
0m held
15 🟢 BUY Dec 24, 2025 11:40am ET $101.80 90 $9,161.55 — — —
🔴 SELL Dec 26, 2025 3:05pm ET $101.61 90 $9,144.90 $9,224.92 $-16.65
(-0.2%) 		END_OF_DAY
0m held
16 🟢 BUY Jan 2, 2026 10:50am ET $100.46 91 $9,141.41 — — —
🔴 SELL Jan 5, 2026 10:00am ET $103.87 91 $9,451.72 $9,535.23 +$310.31
(+3.4%) 		🎯 +5% Target
0m held
17 🟢 BUY Jan 5, 2026 10:40am ET $104.35 91 $9,495.85 — — —
🔴 SELL Jan 6, 2026 11:10am ET $104.40 91 $9,499.95 $9,539.33 +$4.10
(+0.0%) 		END_OF_DAY
0m held
18 🟢 BUY Jan 12, 2026 2:30pm ET $101.47 94 $9,538.18 — — —
🔴 SELL Jan 13, 2026 2:05pm ET $100.46 94 $9,442.77 $9,443.92 $-95.41
(-1.0%) 		🛑 -10% Stop
0m held
19 🟢 BUY Jan 14, 2026 3:25pm ET $101.52 93 $9,441.36 — — —
🔴 SELL Jan 15, 2026 3:55pm ET $102.78 93 $9,558.54 $9,561.10 +$117.18
(+1.2%) 		END_OF_DAY
0m held
20 🟢 BUY Jan 16, 2026 11:05am ET $104.20 91 $9,482.20 — — —
🔴 SELL Jan 20, 2026 10:00am ET $103.00 91 $9,373.00 $9,451.90 $-109.20
(-1.1%) 		🛑 -10% Stop
0m held
21 🟢 BUY Jan 22, 2026 10:40am ET $105.03 89 $9,347.67 — — —
🔴 SELL Jan 22, 2026 2:15pm ET $103.92 89 $9,248.88 $9,353.11 $-98.79
(-1.1%) 		🛑 -10% Stop
0m held
22 🟢 BUY Jan 27, 2026 1:35pm ET $103.62 90 $9,325.80 — — —
🔴 SELL Jan 28, 2026 2:05pm ET $103.38 90 $9,304.20 $9,331.51 $-21.60
(-0.2%) 		END_OF_DAY
0m held
23 🟢 BUY Feb 2, 2026 12:50pm ET $104.55 89 $9,304.95 — — —
🔴 SELL Feb 3, 2026 11:20am ET $103.49 89 $9,210.61 $9,237.17 $-94.34
(-1.0%) 		🛑 -10% Stop
0m held
24 🟢 BUY Feb 6, 2026 1:20pm ET $104.67 88 $9,211.05 — — —
🔴 SELL Feb 9, 2026 1:50pm ET $107.00 88 $9,416.44 $9,442.56 +$205.39
(+2.2%) 		END_OF_DAY
0m held
25 🟢 BUY Feb 9, 2026 1:55pm ET $107.08 88 $9,423.04 — — —
🔴 SELL Feb 10, 2026 10:05am ET $105.91 88 $9,320.08 $9,339.60 $-102.96
(-1.1%) 		🛑 -10% Stop
0m held
Started with: $10,000.00
Total Invested: $10,000.00
Ended with: $9,339.60
Net Profit/Loss: $-660.40
Total Return: -6.60%
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